Cube FP&A Platform: Unified Planning, Reporting & Analysis Tools

FP&A Platform Components

Integrations

Transformation

Admin

Reporting

Planning

Workflow

Strategy

Integrations

One source of truth

Cube integrates with your ERP, CRM, HRIS, data warehouse, and even push data from spreadsheets. The AI Analyst maps raw data into clean, structured, dimensional formats that power every report and model with no manual cleanup required.

Direct source data integrations

Update data directly from spreadsheets

Developer-ready APIs

Intuitive and AI-driven mapping experience

Clean, consolidated data at your fingertips

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Transformation

Data Transformation

Build a scalable, flexible financial model with custom dimensions, formulas, tags, and currency support—all within your familiar FP&A tools.

Formulas & KPIs

Custom and unlimited dimensionality

Alternate reporting hierarchies

Currency configuration & custom rate conversions

A model that works the way finance thinks

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Admin

Platform Admin & Security

Stay in control without slowing down. Manage users, permissions, and compliance with tools built for FP&A and finance teams—not IT experts. No technical skills required.

Role-based access control (RBAC)

Audit logs

SOC 2 compliance

Object-level permissions

Enterprise-grade governance for FP&A, minus the red tape

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Reporting

Reporting & Analysis

Answer questions fast. Share insights faster. Build, update, and explore reports in seconds. No stale data exports. No messy formulas. No starting from scratch.

Slack/Teams AI agents

AI variance analysis

Drilldown into details

Uninterrupted formatting

Interactive dashboards

Centralized templates

Drag-and-drop report building

FP&A reporting that's fast, flexible, and trustworthy

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Planning

Planning & Scenario Modeling

Build plans directly using the tools you know, with the structure you need to forecast, budget, and model scenarios at scale.

Excel / Sheets model sync

Centralized templates

Itemized and high-level planning

Scenario actualizing & copying

Budgeting & AI-driven forecasting

Plans that adapt as fast as your business needs

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Workflow

Process Management & Workflow

Keep planning and reporting processes on time and on track with structured workflows, versioning, and input management—without adding project management to your plate.

Task management

Version control

Input collection

Audit trails

File management and sharing

Smarter, more coordinated processes

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Strategy

Financial Strategy & Collaboration

Deliver insights that drive action. Empower your team with real-time access to context, commentary, and financial storytelling tools that accelerate FP&A decision-making.

Interactive Dashboards

Customizable, centralized templates

AI Analyst in Slack & Teams

User-specific web reports

Faster executive alignment and smarter decisions

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plus: Integrated AI Purpose-Built for Finance Teams

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Context

AI enhances human judgment with patterns and insights, while humans provide context and make the calls.

Accuracy

Built on Cube's connected architecture, ensuring AI-generated insights are grounded in trusted, FP&A data.

control

Speed without compromising oversight. No black boxes, just trusted results you can explain and rely on.

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faqs

Still have questions?

What is the Cube Platform?

Cube is an FP&A platform that connects your source systems, spreadsheets, and workflows into one centralized, collaborative environment. It helps finance teams streamline planning, reporting, and analysis without giving up the tools they already trust, like Excel and Google Sheets.

Can Cube support complex, multidimensional financial models?

Yes—Cube supports unlimited dimensions with structured hierarchies, so you can model by department, product, region, customer segment, or any other dimension your business needs. This gives finance teams flexibility to plan and forecast with the structure required for accuracy and governance.

Does Cube work with both Excel and Google Sheets?

Yes, Cube offers apps for both Excel and Google Sheets. Your team can continue working in the tools they already know while Cube adds structure, automation, and data governance behind the scenes.

How does Cube use AI to support finance workflows?

Cube’s AI Analyst is accessible in both Slack and Teams, providing real-time answers to common business questions. It accelerates analysis, reduces reporting bottlenecks, and empowers business users to self-serve insights. In the Cube Workspace, Cube uses AI to deliver generative forecasts and instant variance analyses.

Is Cube secure and compliant for enterprise finance teams?

Yes, Cube is SOC 2 Type II certified, GDPR-compliant, and built on secure AWS infrastructure. With role-based permissions, audit logs, and encryption at rest and in transit, Cube meets the security and compliance needs of finance teams at scale.

Still have questions?